Keywords Studios Share Discussion Threads

[bamboo2] 01/12/2017 13:53

mf, I think this is the turn I mentioned elsewhere yesterday.

This gives new entrants and traders a chance to buy very near the placing price, which also has strong historical support.

[mad foetus] 30/11/2017 17:56

A few shares today that I hold had weird finishes, big jumps on closing and loads of what looks like buys at above the price level all day. Interested to see if we get marked down in the morning or if the price holds.

[wildchild] 30/11/2017 15:07

Thanks for your input. Much appreciated.

[rivaldo] 30/11/2017 14:29

Wildchild, Finncap per their 25th October note go for 26.8p EPS for the year about to end and 43.72p EPS next year given all the acquisitions, organic growth etc.

Using these numbers, KWS will soon be on a current year P/E of 32.7, with a PEG of only 0.52, which signals very good value indeed on the Slater method.

[mad foetus] 30/11/2017 13:46

I see they have launched their youtube channel, full of useful info and results presentations:

[mad foetus] 30/11/2017 13:28

Around 100, dropping to around 60 on next years forecast. PEG of 0.8 at present but it's not for value investors

[wildchild] 30/11/2017 13:23

Anyone be kind enough for me to estimate a PE ratio at these levels ?

[mad foetus] 30/11/2017 10:00

Nice entry point if you are new to KWS

[panic investor] 30/11/2017 08:27

1400 looking likely then

[rivaldo] 22/11/2017 16:14

AR is certainly not far away - this news today for example:

http ://www.proactiveinvestors.co.uk/companies/news/187654/apple-makes-augmented-reality-headset-move-with-reported-acquisition-of-a-canadian-start-up-firm-187654.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-371330-PROACTIVITY+-+22%2F11%2F2017

"Apple makes augmented reality headset move with reported acquisition of a Canadian start-up firm
13:27 22 Nov 2017

Technology news website techcrunch reported that the US tech giant has acquired Vrvana, the maker of an augmented reality headset called Totem, for about US$30mln

Apple Inc. (NASDAQ:AAPL) has reportedly made a move towards its aim of providing an augmented reality headset in 2020 with the acquisition of a Canadian start-up firm, according to website techcrunch.com.

The technology news site reported that the US tech giant has acquired Vrvana, the maker of an augmented reality headset called Totem, for about US$30mln, citing two unnamed sources.

It noted that the only product that Vrvana shows off on its website is the unreleased Totem headset, which it says is an “extended reality” device utilising key technologies from both AR and virtual reality to allow for both experiences on a single headset.

Techcrunch pointed out that Apple also has made other acquisitions that underscore its interest in developing the technology that powers the AR hardware.

In June, Apple acquired SMI, an eye-tracking firm that was working on solutions for VR and AR headsets, while other AR and VR-related acquisitions have included Flyby Media, metaio, Emotient, and Faceshift."

[shanklin] 21/11/2017 14:48

Having watched the two hour presentation today, my biggest concern about KWS is that they put so many of their senior capable staff in one place. I hope that in travelling there and back, there was not too great a concentration of people on any single airplane.

[aimingupward2] 21/11/2017 14:31

‘Someuwin̵7; has posted the following link to a very interesting article which certainly corroborates what CEO Andrew Day has been saying.

iPhone X: Expensive phone - but cheap AR device...

hxxps://www.theregister.co.uk/2017/11/20/iphone_x_the_reasonably_priced_ar_set/

[rivaldo] 21/11/2017 12:25

The early numbers were in euros, whereas the targets above were specifically in pounds - the difference makes me believe that each set of numbers is specific and correct.

[glaws2] 21/11/2017 11:47

I did wonder in that article whether the targets were actually Euros rather than £.

[jgoold] 21/11/2017 09:50

Very impressive team!

[nimbo1] 20/11/2017 13:26

Nice to see some interest in kws here - chart support looks in good shape.

Panic on taptica I have owned it and like everything they are doing - on paper it all looks excellent. The way the price moves and lack of liquidity there annoy me a bit so am not in at the moment. Watching though.

[mad foetus] 20/11/2017 13:25

Nice looking chart, could be getting primed for assault on ath

[panic investor] 17/11/2017 22:05

Nimbo - all I hold but you need to add TAP to your list

[nimbo1] 17/11/2017 19:29

After the recent rise fdev is currently 8% of my Pf. I think the opportunity for them as MF says below is massive. If the price doesn’t go up a lot at some point between now and the launch of Jurassic evolution in Summer next year (I think) I’ll have to stop stock picking and buy more investment trusts. Also they have their next 2 titles after je to announce at some point, if they are anywhere close to that quality they could be a much larger co, also they want to move to releasing a title every 6 months instead of one a year. I also like xlm, include link to gambling as gaming! also games workshop. Kws I took to 6% of Pf today. May not be of interest but always find relative %’s interesting!

[mad foetus] 17/11/2017 16:11

FDEV are very interesting, Tencent have a strategic stake and they will launch the Jurassic World franchise next year. The key thing for me is that games are moving from being products to services, which means the opportunity to build franchises is huge, which will also allow people like KWS to become imbedded with whole games ecosystems.

[windsor430] 17/11/2017 15:39

Agreed Nimbo - everything around it is booming & even live sports are increasingly "gamified"... know any other UK stocks we can look at? Sega, Sony & Nintendo are Tokoyo, EA & Zynga on Nasdaq, SI is private... help needed!

[nimbo1] 17/11/2017 10:31

thanks for posting that link. bought some more this morning after watching that. Huge opportunity ahead for them. If I could have all my money in one sector over the next 10 years it would be in gaming.

[mad foetus] 17/11/2017 10:30

A very convincing presentation imo. Needs some digesting but I have topped up on the basis of it.

[tomps2] 17/11/2017 07:44

Glaws2 - no spots on you! We've just posted. It's long, but well worth it. It is chaptered if you look to the description, so you can jump through it.

hxxp://www.piworld.co.uk/2017/11/17/keywords-studios-kws-synergistic-growth-capital-markets-event-november-2017/

2 hours

KWS Capital Markets Day 14.11.17: Synergistic Growth

Andrew Day, Group CEO: Introduction - 01:05
IPO to ‘Go to global services platform’ – 04:48
Acquisition strategy & track record - 07:23
Andrea Ballista, Head of Audio Services: Acquisition opportunities – 13:28
Andrew Tosh, President of GameSim: Acquisition by KWS - 17:20
Fabio Minazzi, Head of Localisation Services: Acquisition by KWS– 20:20
Fred Stockton, Head of Art Creation: Acquisition by KWS – 23:03
Returns from acquisitions – 27:35
Q&A – 29:05
Nicolas Liorzou, Regional MD – Americas: Integration & driving synergies – 33:25
Fulvio Sioli, Regional MD – Europe: First days joining the Keywords family - 38:45
Max Reynaud, CEO of Synthesis: First days joining the Keywords family – 41:37
Bringing people together – 44:07
Gerry Cleary, HR Director: Bringing people together – 45:18
Giacomo Duranti, Group COO: Managing efficiency – 46:47
Chris Kennedy, Regional MD: Asia: Leveraging the acquisitions - 50:33
Thommy Barth, Head of Functional Testing: KWS ‘Lifer’ – 55:45
Andrew Day, Group CEO: Summary on integration – 59:47
Mike Wallen, 6roup Sales Director: Cross selling opportunities – 01:00:44
David Broderick, Group CFO: Management structure & cross selling – 01:04:23
Fabio Minazzi, Head of Localisation Services: Cross selling case study 1 - 01:08:28
Mike Wallen, 6roup Sales Director: Cross selling case study 2 & 3 - 01:12:30
Andrew Day, Group CEO: Summary on cross selling - 01:17:34
Q&A – 01:18:50
Jaime Gine, Group CCO: Strategic partnerships - 1:28:00
Fred Stockton, Head of Art Creation: Strategy partnerships in art – 1:38:15
Manvendra Shukul, CEO of Lakshya Digital: Strategic partnerships in art - 1:43:58
Jaime Gine, Group CCO: Strategic partnerships – 01:15:17
Andrew Day, Group CEO: Summary - 01:55:13
Q&A – 01:56:02